WWG
SPYM

West Wealth Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

West Wealth Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.5M Buy
1,006,588
+444,557
+79% +$37.9M 14.47% 1
2026
Q1 		$43M Buy
562,031
+238,147
+74% +$19M 8.5% 4
2025
Q4 		$26M Buy
323,884
+11,170
+4% +$888K 5.39% 6
2025
Q3 		$24.5M Sell
312,714
-18,133
-5% -$1.37M 5.52% 5
2025
Q2 		$24.6M Buy
330,847
+26,688
+9% +$1.79M 6.12% 5
2025
Q1 		$20.1M Sell
304,159
-90,035
-23% -$6.23M 5.93% 5
2024
Q4 		$27.2M Sell
394,194
-41,501
-10% -$2.88M 8.11% 3
2024
Q3 		$29.4M Sell
435,695
-61,893
-12% -$4.03M 9.53% 3
2024
Q2 		$31.8M Sell
497,588
-101,892
-17% -$6.27M 11.26% 2
2024
Q1 		$36.9M Sell
599,480
-815,229
-58% -$47.7M 13.67% 1
2023
Q4 		$79.1M Buy
1,414,709
+64,323
+5% +$3.37M 31.18% 1
2023
Q3 		$67.9M Buy
1,350,386
+277,190
+26% +$14.5M 29.62% 1
2023
Q2 		$55.9M Buy
1,073,196
+14,097
+1% +$696K 23.66% 1
2023
Q1 		$51M Buy
1,059,099
+6,771
+0.6% +$318K 23.61% 1
2022
Q4 		$47.3M Sell
1,052,328
-67,730
-6% -$3.06M 23.53% 1
2022
Q3 		$47M Sell
1,120,058
-1,347
-0.1% -$62.9K 23.85% 1
2022
Q2 		$49.7M Buy
1,121,405
+13,730
+1% +$662K 23.04% 1
2022
Q1 		$58.9M Buy
1,107,675
+334,514
+43% +$17.5M 23.38% 1
2021
Q4 		$43.2M Buy
+773,161
New +$41.7M 16.24% 2

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

West Wealth Group's SPYM Position: Q2 2026 in Review

West Wealth Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 79% in Q2 2026, buying an estimated $37.9M and bringing the position to 1,006,588 shares worth $88.5M. The position accounts for 14.47% of the portfolio, ranked #1.

West Wealth Group first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,704 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • West Wealth Group held 1,006,588 shares of State Street SPDR Portfolio S&P 500 ETF worth $88.5M as of Q2 2026.
  • West Wealth Group bought 444,557 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $37.9M.
  • State Street SPDR Portfolio S&P 500 ETF made up 14.47% of West Wealth Group's portfolio in Q2 2026, its #1 holding.
  • West Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,704 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.